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- January 2009

Advantage Financial Investment Services
Advantage Financial, available through CUSO Financial Services, LP (CFS), our broker-dealer, can provide you with more investment choices. With today’s economic challenges and diverse investment options, you need a team to turn to who can help simplify the investment process and help you work toward realizing your dreams.

• Retirement planning
• College planning
• Estate planning
• Tax-advantaged strategies*
• Long-term care planning

We can also provide the following investments and services to assist you in achieving your goals:

• Mutual funds
• Stocks and bonds
• Fixed and variable annuities
• Traditional, Roth and Education IRAs
• Insurance

* For specific tax advice, please consult a qualified tax professional.